Here are the steps that you'll need to connect and add your additional accounts into Simplifi!

Note: If your bank isn't listed or if you run into some trouble, take a look at our support article by clicking here or please contact Simplifi Support by clicking the navy chat bubble in the lower right corner.

How to connect and add your account:

  1. On the Dashboard, click on the '+' to the right of your Account list.
  2. You can select from one of the more popular banks listed or you can search for your bank in the search bar.
  3. Once you've found the bank you want to add, enter your username and password that you use to sign in to your bank's website and click connect bank!

4. Simplifi will locate any accounts associated with the username and password for the bank you've selected.

Note: To disregard any accounts, you can click on the blue checkmark and click on ignore.

5. Now that you've selected which accounts that you want to see, you'll be able to see that accounts added under your account list, on the Dashboard.

How do I make an account that I don't want to connect to my back?

  1. On the Dashboard, click on the '+' to the right of your Account list.
  2. Right underneath the bank icons, click on Add Manually.
  3. Enter in the name of your account and select which kind of account you want to create.
  4. Enter in your opening balance and balance date.

Note: Manual investment accounts will not start with an opening balance amount. To learn how to add holdings or cash into manual investment accounts. click here.

5. Click Continue.

6. Now that you've selected which accounts that you want to see, you'll be able to see that accounts added under your account list, on the Dashboard.

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